Software Engineer

This Engineering role is ideal for someone who thrives in a strategic, hands-on engineering position, bringing expertise in solution design and the ability to bridge the gap between business requirements and technical execution. This position will play an instrumental role in executing in scalable, secure, and high-performance solutions for complex, enterprise-level environments within the Retirement Services Wealth Management space. Responsibilities: Collaborating with business stakeholders, product owners, enterprise architects and other technical teams to understand wealth management business processes and translate them into executable work and deliverables to meet business needs. Contribute to roadmap planning, solution assessments and technical due diligence for new initiatives and vendor platforms. Deliver on engineering needs including solution design, software development, unit testing, performance testing, and production deployments. Ensure solutions adhere to enterprise architecture standards, security protocols and industry regulations (i.e. SEC, FINRA, etc.) Working with the IT leadership team to embrace contemporary ways of working, attract and develop talent across the firm and leverage economies of scale and shared capabilities. Skills and Qualifications: 3+ years of IT / Development experience. A comprehensive understanding of investment platforms, client onboarding processes, portfolio management, and the regulatory compliance landscape within the financial services sector. Good knowledge of APIs, Microservices, Messaging Systems and proficiency with Cloud platforms like AWS/Azure/GCP. Knowledge of Application and Infrastructure security best practices. Knowledge of Enterprise Architecture Frameworks like TOGAF, Zachman Framework Able to identify, anticipate and prevent businesses problems and match an appropriate solution; and demonstrates intellectual curiosity identifying or anticipating issues within the client base and the ability to match an optimal solution. Demonstrates good judgement and knows when to involve others; Uses data, logic, analysis, and experience to make evidence-based decisions. Effectively partners with business functions and the enterprise to leverage economies of scale meeting a complex set of needs and objectives. Exceptional written and verbal communication skills, with the ability to clearly articulate complex technical concepts to non-technical stakeholders and ensure cross-functional understanding. Demonstrates an understanding of the financial services industry, especially the defined contribution (401k/403b) group retirement and broker/deal and wealth management segments highly preferred. Experience as a software engineer within the Wealth Management or Asset Management domain, with a track record of designing and developing scalable, secure, high performing architecture and delivering complex financial services solutions preferred. Bachelors degree in a relevant field or proven record of experience. Seniority level

Seniority level

Associate Employment type

Employment type

Full-time Job function

Job function

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